An Introduction to Managed Risk Investing | BetaShares

An Introduction to Managed Risk Investing

BY betashares | 3 May 2016
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Watch this short video for a description on the concept of Managed Risk Investing, and explanation on its applicability particular to retiree and pre-retiree investors.

Managed Risk investing can now be accessed as simply as buying any share on the ASX via the BetaShares Managed Risk suite of products which includes:

BetaShares Australian Dividend Harvester Fund (managed fund) (HVST)

BetaShares Managed Risk Australian Share Fund (managed fund) (AUST)

BetaShares Managed Risk Global Share Fund (managed fund) (WRLD)

 

2 Comments

  1. Raymond  |  May 6, 2016

    Can you tell me what is the difference between
    YMAX and HVST

    1. Michael Brown  |  May 28, 2018

      Hi Raymond,

      Thanks for you enquiry.

      The BetaShares Australian Dividend Harvester Fund (managed fund) aims to provide investors with exposure to large capitalisation Australian shares along with regular franked dividend income, paid monthly, that is at least double the income yield of the broad Australian sharemarket on an annual basis. In addition, the Fund aims to reduce the volatility of the equity investment returns and defend against losses in declining markets. It does this via a rules based strategy. More information can be found here – https://www.betashares.com.au/fund/australian-dividend-harvester-fund/

      The BetaShares Australian Top 20 Equity Yield Maximiser Fund (managed fund) aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares (as represented in the S&P/ASX 20 Index), while providing attractive quarterly income that exceeds the dividend yield of the portfolio of underlying shares over the medium term. In addition, the Fund aims to provide lower overall volatility than the underlying share portfolio. The fund does this by using a buy-write strategy. More information can be found here – https://www.betashares.com.au/fund/equity-yield-maximiser-fund/.

      If you had any further questions, please feel free to contact us on 1300 487 577.

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